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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
QuickBooks vendor payment tracking gets messy fast when you’re stuck manually exporting reports and copying data into spreadsheets. You need real-time visibility into vendor payments without the constant export-import cycle.
Here’s how to set up automatic vendor payment syncing that updates your Google Sheets dashboard whenever payments are processed in QuickBooks.
Connect QuickBooks directly to Google Sheets using Coefficient
Coefficient creates a live data bridge between QuickBooks and Google Sheets. Instead of running reports and manually copying data, you get automatic updates that reflect new vendor payments as soon as they’re recorded.
How to make it work
Step 1. Connect QuickBooks to Google Sheets.
Install Coefficient from the Google Workspace Marketplace and connect your QuickBooks account. You’ll need Admin or Master Admin permissions in QuickBooks to establish the connection. Once connected, you can access all your vendor payment data directly from Google Sheets.
Step 2. Import vendor payment data using multiple methods.
Choose from three import options: Import from QuickBooks Reports (like A/P Aging Detail), Import from Objects & Fields (select Bill Payment, Purchase, and Vendor objects), or use Custom Query for advanced data manipulation. The Objects & Fields method gives you the most control over which specific payment fields you want to track.
Step 3. Set up automated refresh schedules.
Configure automatic updates using hourly, daily, or weekly schedules based on your monitoring needs. For near real-time vendor spend tracking, set hourly updates. You can also add manual refresh buttons for immediate updates when checks are processed.
Step 4. Build your dynamic vendor payment dashboard.
Create dashboard views with payment amounts, dates, vendor names, and check numbers that automatically populate as new payments are recorded. Use conditional formatting to highlight recent payments, overdue bills, or payment patterns that need attention.
Start tracking vendor payments automatically
This automated approach eliminates the manual bottleneck of QuickBooks’ standard export functionality while providing continuously updated vendor payment tracking. Try Coefficient to set up your automated vendor payment dashboard today.
